Search ...
linkedin
youtube
FAQ
About
A4A News
Sign In
Sign Up
Remember Me
Log in
Forgot Login?
Sign up
Home
CE Webinars
CFP Ethics Class
Tools
FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
My Subscriptions
Contact
Enter Part of Title
Display #
5
10
15
20
25
30
50
100
All
2012 Household Financial Planning Survey Highlights Differing Interests Of CFP Board Versus CFPs, Documents America’s Financial Pain, And Shows No Increase In Financial Planning By Americans Since 1997 — But Planning Works
Advisor One Offers Preview Into February Issue Of Research Magazine On Topics Including The Value Advisors Bring To Clients; A4A Will Review Them Over The Course Of The Week
Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars
Advisors Want Industry Publications To Stop Posting “Annoying” Slideshows; Threaten Not To Share/Retweet Slideshows
Among Self-Directed Investors, USAA Is King, Merrill Edge Loses
An Advisor Affiliated With Retirement Income Industry Association And Its Retirement Management Analyst Designation Responds To My Post Saying Designation Proliferation Is A Disaster For Consumers
Answers To Your Questions About The Retirement Management Analyst Designation
Buried In The Newly Released 2011 Survey Of Trends In The Financial Planning Industry: Serious Challenges To The CFP Profession
CFP Board Campaigns Against Advisor Rip-Offs Even As Its Rules Largely Exempt CFPs From Acting As Fiduciaries
CFP Board Crackdown Prompts Disciplinary Measures For Another 26 Planners
CFP Board Launches Planning PR Campaign
CFP Board Multimedia Series Sheds Light On When CFPs Are And Are Not Acting As Fiduciaries
CFP Board Responds To Questions About NAPFA's Decision To Require CFP For Membership, But Continues To Ignore Questions About Its Consumer Disclosures For CFPs Affiliated With A BD And Acting As Fiduciary
Consumer Press Takes Note Of IMCA's CPWA Designation And Its Focus On Ultra-High-Net-Worth Individuals; Not Good News For CFPs
Cut Your Clients' And Your Own Personal Income Taxes!
Divorcing Clients Need Your Listening Ear Before They Can Hear Your Advice
Does CFP Board’s Suggested Disclosure For Form ADV Mislead Consumers About Whether Their Advisor Is A Fiduciary?
Eight Days And Still Waiting For An Answer From CFP Board About Whether It Is Misleading Consumers; A Life Lesson For Advisors About The Power Of Blogging
Estate and Charitable Giving Planning For You And Your Clients
Fee-Only Financial Planning Pioneer John Sestina Says He's Cracked The Code For Providing Comprehensive Planning To Middle-Income Clients At Just $1,000
Financial Advisor Designation Proliferation Is A Disaster For Consumers And Retirement Management Analyst Designation, A New Designation Sponsored By Product Manufacturers, Illustrates The Threat To Professionals
Financial Planners Still Lobbying For The Fiduciary Standard
Financial Planning Coalition Calls On New SEC Chair To Focus On Fiduciary, Increase Oversight Of Investment Advisers
Financial Planning Magazine's 2012 Advisor Technology Survey Shows Higher Investment For 2013 And New Ways Of Utilizing Advancements
Financial Services Institute Holds Its Annual Meeting, Highlighting Its Growth As Financial Planning Association Struggles
FINRA Spent More Money Lobbying Congress Last Quarter, But Guess Who Spent Five Times As Much
Following Up On A4A's Most Popular Story Of The Past Year: The Problem With The CFP Business Model
FPA Emails Members Saying It Is Concerned About Financeware's Patent Lawsuit
FPA Says Membership Decline Is Over, But How Can We Tell?
FPA's Slump Is In Contrast To Schwab Conference's Record Attendance, Highlighting The Shifting Sands Of The Financial Advice Profession
Guest Post: Wade Pfau, A Thought Leader In Retirement Planning, Responds To Discussion On RMA Versus CFP
Guest Post: Yodlee Is Offering Free Account Aggregation With An Investor Dashboard For Controlling Advisor Access; Another Sign Of Fee-Compression Coming
Half Of All Self-Described "Planners" Don't Actually Do Any Planning, Cerulli Discovers
Having A Baby? Now There's An App For That
I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions
In Age Of Social Media, How Important Is The FPA? How Important Is Any Trade Association In A Socially-Networked World?
Is Financial Planning Like Weight Loss Coaching?
Is The Certified Financial Planner Designation Out Of Synch With Today's Financial Advice Consumer?
Legacy Planning Is A Gateway To More Women Clients
More Evidence That Price Is Not A Factor For Prospective Planning Clients
NAIFA Backs FINRA Examination Of SEC-Registered Investment Advisers
No, I'm Not Inciting Fear; Fee Compression Exists And The Reaction To Yesterday’s Webinar Proves Advisors Want Help Addressing It
Post-Recession Advisor Start-Ups Are Planning-Oriented, Niche-Focused, Relentless Prospectors
Regulation, Younger Advisors Are Key Issues For The Financial Planning Association's Next President
Retirement Income Industry Association To Answer Your Questions About Its Ties To Product Manufacturers And Whether It Is Adding To Designation Proliferation
RIA Case Study: Why PayingMore For A CRM Can Ultimately Cost Less
Ric Edelman, One Of Top Financial Advisors Of All-Time, Says He’s Been Alienated By The Financial Planning Association, Which Tells You Something's Very Wrong With The FPA
Salesforce Users: Advisor Software, Inc And Concenter Services Integrate CRM And Financial Planning For Financial Advisors
Scottrade Giving Affiliated RIAs A Discount On MoneyGuidePro
Sneak Preview: An Updated Approach To Goal-Based Planning Is Being Launched By A Key Player Behind Software Used By Tens Of Thousands Of Advisors
Survey Shows Half Of All Financial Advisors Are Not Charging For Asset Management
Survey: By Wide Majority, Most Advisors Say They Need Help From Professional Groups With Earning Fees On Financial Planning
Survey: Do You Make Money By Writing Financial Plans?
The CFP Business Model Needs Help And Here's What You Can Do About It
The FPA Is Collecting Definitions Of Just What "Financial Planning" Really Entails - Weigh In!
There is a Painful Pattern to Stock Market
Underscoring Why The Financial Planning Coalition Is Headed In the Wrong Direction, 1,100 Advisors Attended AICPA’s Financial Planning Conference
United Capital Swallows $170 AUM Planning Firm Vantage Point To Beef Up Its Philadelphia Presence
What Does FPA's Partnership With The Accredited Financial Counselor Designation Mean To CFPs?
Working With Business Owners? - Get Exit Planning Training
×
You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.